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Original filing (PDF)20250530172508NAL0008270657001
ATOMIC LABS, LLC
Form 5500
FILING_RECEIVED
ATOMIC 401(K) PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
133
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATOMIC LABS, LLC.
Plan sponsor
Name
ATOMIC LABS, LLC
EIN
46-1726490
Address
1 LETTERMAN DR. · C-3500 · SAN FRANCISCO, CA · 94129
Phone
(415) 854-3296
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
22 direct securities· $7.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Institutional Premium Class " | — | — | — | $1.6M | 20.5% | |
| Fidelity 500 Index Fund " | — | — | — | $1.3M | 16.7% | |
| Fidelity Freedom Index 2050 Institutional Premium Class " | — | — | — | $1.1M | 14.5% | |
| Fidelity Freedom Index 2060 Institutional Premium Class " | — | — | — | $771K | 9.8% | |
| Fidelity Freedom Index 2065 Institutional Premium Class " | — | — | — | $631K | 8.0% | |
| Fidelity Freedom Index 2035 Institutional Premium Class " ** 274 * Fidelity Freedom Index 2040 Institutional Premium Class " | — | — | — | $362K | 4.6% | |
| Brokerage Link Self-directed brokerage account | — | — | — | $357K | 4.5% | |
| Fidelity Freedom Index 2045 Institutional Premium Class " | — | — | — | $354K | 4.5% | |
| T. Rowe Price Blue Chip Growth Fund " | — | — | — | $265K | 3.4% | |
| Fidelity Total International Index Fund " | — | — | — | $241K | 3.1% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $216K | 2.7% | |
| Dodge & Cox Stock Fund Class X " | — | — | — | $162K | 2.1% | |
| Fidelity Small Cap Index Fund " | — | — | — | $105K | 1.3% | |
| Fidelity Freedom Index 2030 Institutional Premium Class " | — | — | — | $92K | 1.2% | |
| Gabelli U.S Treasury Money-Market Fund " | — | — | — | $75K | 1.0% | |
| T. Rowe Price Small Cap Value Fund Mutual fund | — | — | — | $58K | 0.7% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $36K | 0.5% | |
| MFS International Diversification Fund Class R6 " | — | — | — | $34K | 0.4% | |
| Fidelity Real Estate Index Fund " | — | — | — | $24K | 0.3% | |
| Janus Henderson Triton Fund Class N " | — | — | — | $8K | 0.1% | |
| Dodge & Cox Income Fund Class X " | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class " | — | — | — | $3K | <0.1% |
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